Strategic Partner: Paragon Resources
In late 2005, Paragon Resources and KNOW NO BOUNDS discovered we shared the same vision… to help financial services professionals increase their business, optimize their practices and subsequently make an impact in their lives and those of their clients and firms. Both Paragon Resources and KNOW NO BOUNDS have a strong belief in the team approach and the importance of maximizing all relationships that impact the success of any financial practice (sales assistant, service associate, internal specialists and external partners such as wholesalers). Our clear synergies, complementary talents and expertise coupled with our joint passion to make a difference led us down the road to a strategic alliance! Click here to learn more about Paragon Resources!
Our first collaborative initiative, Know Service, is now available! Co-authored by respective Presidents, Sarah Dale and Krista Sheets (read Krista's bio here), this book is intended for financial professionals who are committed to providing 5-Star service to their clients. Whether you are a financial advisor, financial planner, insurance specialist, junior advisor, sales assistant, or service associate,the content and resources of this book will help take your business to new heights.
Most of you already have a practice, a book of business, a team, and even a pipeline of prospects, yet something isn’t right. Maybe you are suffering from growing pains in your business. Perhaps you are overwhelmed by the increase in the activities it takes to conduct this business and continue your success. Perhaps regulatory demands are hindering your growth rate or there are things falling through the cracks and you feel disorganized. Maybe you feel you’ve ignored some of your clients and you fear you will lose them, or even worse, you already have lost a couple of good clients. We want to change all this! We want to help you run your business rather than let it run you! If any of the aforementioned scenarios resonate and keep you up at night, then this book is for you!
